Customer & Partner Portal — customer portal for ERP

External people get exactly what you choose to expose: their tickets, their documents, their shared records — cleanly separated from your internal workspace.

What you get

• Customer and partner logins separate from staff seats
• Scoped visibility: only what you share
• Ticket and document self-service

What each role gets

• Customer portal user — A branded portal outside the main company workspace where each customer signs in with their own account and sees only what's been explicitly shared with them — their quotes and any documents sent to them. Can accept a quote directly, which flips its status and notifies the sales team automatically, but can't edit anything, create records, or see another customer's data.
• Partner user — A self-service home for resellers and channel partners to register a deal — company, contact, estimated value — the moment they find it, staking their claim before it's in the CRM. Tracks its status as it moves through the sales pipeline and sees their own commissions read-only, with zero visibility into any other partner's deals or payouts.

Part of one platform

Customer & Partner Portal is one of 30+ modules sharing the same login, the same people, the same customers and the same AI copilot — see all modules or how Tarleaks ERP compares to Odoo, ERPNext and Zoho.